Mission
THE MISSION OF FINSECA FOUNDATION IS TO ENCOURAGE EDUCATIONAL AND RESEARCH ENDEAVORS TO ADVANCE THE ART AND SCIENCE OF AGENCY MANAGEMENT IN LIFE INSURANCE AND RELATED FINANCIAL SERVICES.
Public Charity
FINSECA FOUNDATION
FINSECA FOUNDATION is a Public Charity headquartered in WASHINGTON, DC. Financial data from the 2024 filing: $1.2M revenue, $1.1M expenses, $3.5M total assets. 18 publicly reported grants to this organization, totaling roughly $472K, appear in IRS filings.
EIN: 521727202
WASHINGTON, DC
Latest filing: 2024
Total Revenue$1.2M
Total Expenses$1.1M
Total Assets$3.5M
Grant Records18
Funding Total$472K
Filing Years2019–2024
Sample Grants Received
GENERAL SUPPORT
$20,206
GENERAL SUPPORT
$51,619
GRANTS FROM DONOR ADVISED FUNDS- OPERATING SUPPORT
$18,500
PUBLIC, SOCIETAL BENEFIT
$8,000
GENERAL SUPPORT
$76,495
Showing up to 5 of 18 total records — full history available with membership.
Officers & Directors
PRESIDENT
Bonnie Godsman
TRUSTEE
Bruce Davison
TRUSTEE
Davin Bell
CHAIR
Howard Sharfman
TRUSTEE
James J Pucci
TRUSTEE
Jamie Hebets
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $1.2M | $1.1M | $3.5M |
| 2023 | $692K | $625K | $3.2M |
| 2022 | $681K | $733K | $2.9M |
| 2020 | $568K | $2.5M | $3.1M |
| 2019 | $1.4M | $1.2M | $4.6M |
Between 2019 and 2024, reported annual revenue declined from $1.4M to $1.2M (-13%), with total assets most recently reported at $3.5M.
Interactive year-over-year charts and full filing details available with membership.